View and manage material issues
Open the list to see every slip and whether its material has actually moved. From a row you can open it, edit it, cancel it or delete it. Everything starts from Production › Material Issue.
Video coming soon: Tour of the Material Issues listThe list
Each row is one slip, newest first. By default you see Code, Date, Reason, Work Order, Applies to, Materials, Status and Material. Use the column chooser in the table header to add Notes and Updated At. You can sort by Code, Date, Reason, Work Order, Applies to, Status, Material and Updated At. Materials and Notes do not sort. The list shows 10 slips a page, and remembers your sort.
Applies to reads Whole run or the stage number, and is blank for a slip with no run. Materials counts the lines. Material answers a different question from Status: it reads On the floor once the stock has moved and Not moved until then. A slip in review or a draft has not moved anything.
Search and filter
Use the search box at the top of the page. The list then shows only matching slips, with a bar above it to clear the search. Click the filter icon in the Action column header to open two more filters:
- Status: All statuses, Draft, Open, In Review, Approved, Rejected, Issued or Cancelled.
- Reason: All reasons, or any of the seven reasons.
Each filter in use shows as a tag above the list, and you can clear it from there.
Import and export
There is no spreadsheet export. Print or download each slip from its side view. Bulk Import Material Issues shows in the command palette and opens, but the page says material issues are not supported for import yet.
Actions
Click a row, or View, to open the side view. The other actions sit in the row's Action column. You see only what your role allows: View needs material issue view access, Add needs create access, and Edit, Cancel and Delete each need edit access.
Side view
The side view shows the slip as a printable document: its code, date, the work order and stage if there is one, where it was issued from and to, and every line. The list narrows to a column on the left. Use Maximize to widen the slip and Close to go back to the full list.
Where your role has no access to the recipe, some materials are not listed and an amber note says so. A draft waiting on an inspection shows a banner too.
Print and download
Click the printer icon in the side view to open Print Preview. From there you can print the slip or download it as a PDF. The side view has tabs: PDF, Inventory (needs stock-movement view access), Journal (used-up slips only; needs accounting-entries access), Follow-ups, Chat and Attachments. There is no email action on this screen.
Edit
Click Edit on a row, or the Edit button in the side view. You can edit a slip in any status except Cancelled, including one that is already Issued: the stock movement is corrected to match. Two cases are locked, and the reason shows when you hover:
- A cancelled slip. The stock was given back, so there is nothing to edit.
- An Issued slip raised with Consumables, Maintenance, R&D or Own use. Its value has left inventory, so cancel it and raise a new one.
On an Issued slip the Reason, and the Work Order and Stage of a run slip, can no longer be changed. A slip that was already approved may go back for review after an edit.
Cancel
Cancel gives the material back and keeps the slip on record. You confirm first: "Cancelling returns the material to the store it came from and keeps the slip on record. The run's budget is released, so the material becomes issuable again." For a consumption the expense entry is reversed with it. A cancelled slip cannot be cancelled again.
A Draft cannot be cancelled, because it moved nothing. Cancel shows greyed with that reason, and Delete is the way to remove it.
Delete
Delete takes the movement back exactly like Cancel: the stock returns to its store, the run gets its budget back, and for the four used-up reasons the expense entry is reversed. The difference is that the slip is no longer kept on record. You confirm first. The confirmation box says the movement is not reversed; it is.
Approve or reject
A slip In Review is approved or rejected from the approvals screen, which records who signed at each level. There is no Approve or Reject button on this list. A note above the list says so when any slip on the page is In Review.
On the mobile app
The mobile app has an Add and Edit Material Issue screen with the same parts as the web form: reason, work order, date, stage, locations, stores, condition, materials and notes, with Save as Draft and Submit. It opens from the add actions in the workspace, from a work order's actions menu, and from a job card entry. Open a slip from the workspace documents to get its actions menu: Edit, Cancel, Delete and Download PDF. The same status rules apply.
Status
| Status | Means |
|---|---|
| Draft | Saved with Save as Draft. Nothing has moved. |
| Open | Submitted, but no stock has moved yet. |
| In Review | Waiting for an approver. Nothing moves until it is approved. |
| Approved | An approver said yes. The stock moves at once and the slip shows Issued, so this rarely stays on a row. |
| Rejected | An approver turned it down. You can edit and submit it again. |
| Issued | The stock has moved out of the store. |
| Cancelled | The stock was given back. The slip stays on record. |
Problems and fixes
The slip says In Review and the stock has not moved
Your business asks for approval on material issues. It moves once an approver says yes on the approvals screen.
Edit is greyed on a slip
It is Cancelled, or it is an Issued consumption (Consumables, Maintenance, R&D or Own use). Hover the button for the reason.
Cancel is greyed, or missing
A Draft cannot be cancelled: delete it. A Cancelled slip cannot be cancelled again. Cancel, Edit and Delete also need edit access to material issues.
I cannot see Add Material Issue
Adding needs create access to material issues. From a work order, Issue material is greyed, with the reason, unless the run is Open or In Progress.